Monitor any future 13G amendments for stake changes above or below 5%, which could signal a shift in passive allocation. No immediate catalyst from this routine filing.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amended Schedule 13G disclosing a 4.99% passive stake in Mercury Systems Inc as of September 30, 2026, with 3,038,957 shares. This is a routine update by a passive index fund manager; no change in investment intent or active engagement is indicated.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC reported beneficial ownership of 3,038,957 shares of Mercury Systems Inc common stock as of September 30, 2026.
- The stake represents 4.99% of shares outstanding.
- The filing is an amendment to a prior Schedule 13G, indicating a passive investment intent.
- The filer certifies the securities were acquired and are held in the ordinary course of business, not to influence control of the issuer.
Financial Impact
Stake valued at approximately $240 million based on $4.8B market cap and 4.99% ownership.
Risk Factors
- No material risks identified; this is a standard passive ownership disclosure.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100121-26-001118 |
| Document: 0002100121-26-001118-index.html | 0002100121-26-001118 |
| Document: 0002100121-26-001118.txt | 0002100121-26-001118 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $76.93 | awaiting T+20 | awaiting T+20 | $77.54 (+0.79%) |
Oct 13, 2026 19d ago | Press Release | $75.69 | awaiting T+20 | awaiting T+20 | $77.54 (+2.44%) |
Sep 16, 2026 6w ago | 8-K | $87.25 $76.71 | ▼ −12.08% | ▼ −15.26% | $77.54 (−11.13%) |
Aug 27, 2026 9w ago | Insider Cluster | $88.54 $80.12 | ▼ −9.51% | ▼ −9.02% | $77.54 (−12.42%) |
Aug 25, 2026 9w ago | Insider Cluster | $89.76 $83.18 | ▲ +7.34% | ▲ +7.56% | $77.54 (+13.61%) |
Aug 21, 2026 10w ago | Insider Cluster | $89.59 $83.88 | ▼ −6.37% | ▼ −7.67% | $77.54 (−13.45%) |
Aug 19, 2026 10w ago | Insider Cluster | $94.23 $85.28 | ▲ +9.50% | ▲ +9.50% | $77.54 (+17.71%) |
Aug 19, 2026 10w ago | Insider Cluster | $94.23 $85.28 | ▼ −9.50% | ▼ −9.50% | $77.54 (−17.71%) |
Aug 19, 2026 10w ago | Insider Cluster | $94.23 $85.28 | ▼ −9.50% | ▼ −9.50% | $77.54 (−17.71%) |
Aug 18, 2026 10w ago | Press Release | $101.25 $86.18 | ▼ −14.88% | ▼ −12.93% | $77.54 (−23.42%) |
US Market Status
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